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Technology News 24 January 2026 - 25 January 2026

Qualcomm stock in focus after proxy filing tees up 24 million-share plan vote ahead of Feb. 4 earnings

Qualcomm stock in focus after proxy filing tees up 24 million-share plan vote ahead of Feb. 4 earnings

Qualcomm shares closed down 1.25% at $155.82 on Friday amid a mixed chip sector and a new SEC proxy filing. The company set its virtual annual meeting for March 17, with shareholders to vote on adding 24 million shares to its equity incentive plan. Fiscal Q1 earnings are due Feb. 4 after market close. CEO Cristiano Amon’s 2025 compensation was reported at $29.7 million.
Micron stock hovers near $400 as memory prices climb; insider sale notice and Apple earnings in focus

Micron stock hovers near $400 as memory prices climb; insider sale notice and Apple earnings in focus

Micron Technology shares closed Friday up 0.5% at $399.65, trading between $390.74 and $412.43 on volume of 35.4 million. Memory shortages are pushing prices higher, with Compal warning costs could reach 40% of a PC’s materials by 2027. Micron executive Manish Bhatia filed to sell 26,623 shares worth $10.41 million. The Nasdaq rose 0.3%, while the Dow fell 0.6%.
Intel stock price sinks 17% after outlook miss; INTC faces a supply test into March

Intel stock price sinks 17% after outlook miss; INTC faces a supply test into March

Intel shares fell 17% Friday after the company warned it cannot meet surging AI data-center demand due to supply constraints and issued a weak Q1 forecast. Revenue guidance of $11.7–$12.7 billion missed expectations, with adjusted earnings per share projected to break even. Management said supply may improve in Q2. Investors are watching for new foundry clients and further updates.
Salesforce stock price in focus after MuleSoft AI-agent “scanners” as CRM heads into Fed week

Salesforce stock price in focus after MuleSoft AI-agent “scanners” as CRM heads into Fed week

Salesforce shares closed Friday at $228.05, nearly unchanged, after MuleSoft announced its Agent Fabric platform now includes “Agent Scanners” to catalog AI agents across cloud services. Trading volume reached about 9.4 million shares. The stock ended the week up 0.4%. Salesforce reports earnings Feb. 25; Microsoft releases results Jan. 28.
Intel stock price: INTC reels after outlook miss, supply crunch sets up Monday test

Intel stock price: INTC reels after outlook miss, supply crunch sets up Monday test

Intel shares fell 17% to $45.07 Friday after earnings, as investors focused on ongoing chip supply constraints despite strong AI-related demand. Fourth-quarter revenue dropped 4% to $13.7 billion, with adjusted EPS at $0.15. Management expects supply availability to bottom in Q1, with a possible improvement in Q2. The company forecast break-even profit for the first quarter, below Wall Street estimates.
CATL stock set for Monday test after mass-produced sodium-ion battery reveal

CATL stock set for Monday test after mass-produced sodium-ion battery reveal

CATL shares closed up 0.35% at 347 yuan Friday after launching the Tianxing II sodium-ion battery line for light commercial vehicles, designed for cold-weather use. The company’s share of China’s new-energy commercial-vehicle battery market fell to 49.17% in 2025 as rivals gained ground. CATL plans to ramp sodium-battery production in July. Mainland markets reopen Monday.
Cisco stock (CSCO) in focus after Davos AI remark — what to watch before Monday

Cisco stock (CSCO) in focus after Davos AI remark — what to watch before Monday

Cisco shares closed up 0.35% at $74.59 Friday, trading between $73.71 and $75.07 on 13.1 million shares. President Jeetu Patel told Davos that AI cut some internal projects from 19 person-years to weeks. The company will launch its updated partner program Jan. 25. Investors await a Fed rate decision and major tech earnings next week.
Micron stock price holds near $400 as memory costs bite PCs; what’s next for MU

Micron stock price holds near $400 as memory costs bite PCs; what’s next for MU

Micron Technology closed down 0.1% at $399.30 Friday, hovering near $400 after hours. Taiwan’s Compal warned soaring memory prices could push PC material costs to 40% and forecast a drop in global notebook and PC shipments in 2026. Micron shares have surged nearly 40% this year as tight supply and high prices persist. Traders are watching for signs of demand shifts as memory costs rise.
Broadcom stock dips to $320 as Intel shock hits chips; Fed week and VMware dispute loom

Broadcom stock dips to $320 as Intel shock hits chips; Fed week and VMware dispute loom

Broadcom shares fell 1.7% to $320.05 Friday, trading between $314.19 and $326.90 on volume of 30.3 million. The drop followed Intel’s weak outlook, which rattled chip stocks ahead of a Federal Reserve decision and a busy earnings week. Fidelity settled a lawsuit over Broadcom’s VMware software, easing concerns about customer access.
Amazon stock price: AMZN ends higher as layoff report and Feb. 5 earnings sharpen focus for next week

Amazon stock price: AMZN ends higher as layoff report and Feb. 5 earnings sharpen focus for next week

Amazon shares rose 2.06% to $239.16 Friday after reports the company may announce a new round of corporate layoffs next week, potentially cutting around 30,000 roles. Amazon will report earnings on Feb. 5. The stock remains about 7% below its 52-week high. Trading volume reached 33.78 million shares.
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Stock Market Today

Macquarie Group share price slips 2% after APRA eases liquidity curbs — what to watch next week

Macquarie Group share price slips 2% after APRA eases liquidity curbs — what to watch next week

7 February 2026
Macquarie Group shares fell 2.17% to A$207.83 Friday, marking a third straight decline as the ASX 200 slid 2%. Australia’s regulator trimmed liquidity requirements for Macquarie Bank after improvements in controls. Macquarie Asset Management announced two UK utility deals, including full ownership of Last Mile Infrastructure and the purchase of Energy Assets Group. Investors await Tuesday’s operational briefing.
Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

Stock Market Today 07.02.2026

7 February 2026
LIVEMarkets rolling coverageStarted: February 7, 2026, 12:00 AM ESTUpdated: February 7, 2026, 1:04 AM EST Crude Oil Prices Rise on Dollar Weakness, Geopolitical Tensions February 7, 2026, 12:52 AM EST. Crude oil prices edged higher on Friday, supported by a weaker U.S. dollar and escalating geopolitical risks in the Middle East. March WTI crude gained 0.41%, rebounding from early losses, while gasoline prices rose 1.38%. Doubts over a U.S.-Iran nuclear deal loom after reports of Iran's refusal to halt uranium enrichment, raising the risk of military action and potential disruption of vital shipping routes. Additionally, a surge in U.S. consumer
Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

7 February 2026
Seagate shares rose 5.9% to $429.32 Friday after Citigroup raised its price target to $480 and reiterated a buy rating. The gain ended a two-day slide but left the stock 6.6% below its Feb. 3 high. CEO Dave Mosley sold 20,000 shares on Feb. 2 under a pre-arranged plan, SEC filings show. U.S. jobs and inflation data next week are seen as key tests for tech stocks.
Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

7 February 2026
Cummins shares jumped 6.8% to $577.73 Friday, recovering from a nearly 9% post-earnings drop the day before. The company reported Q4 revenue up 1% to $8.54 billion, took a $218 million charge tied to its hydrogen business, and guided for 2026 EBITDA of 17–18% of sales. Demand for data center generators offset weakness in North American truck markets. Analyst reaction was mixed; Truist raised its price target.
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